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Practice Management: Client acceptance procedure - Webinar on demand

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Learning objectives  

After attending this webinar you will: 

• Know the correct client acceptance procedures.  

• Understand how to document this procedure.  

• Understand how this procedure assists in planning the rest of the engagement.  

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Course content  

• Deciding on what type of client to accept. 

• Documenting the client acceptance procedure. 

• Using a client acceptance checklist. 

• Incorporating client data into the engagement plan. 

• Re-evaluating current clients.